AAPL Q2 Estimates

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    Posted: 25 April 2012 08:52 AM #376

    REVENUE ? Result $39.2 billion
    1st: Mark Moskowitz, J.P. Morgan ?Professional? $39.1 billion
    2nd: Turley Muller, Financial Alchmist ?Independent? $39.09 billion
    3rd: Hendir Susanto, Gablelli & Co. ?Professional? 30.04 billion
    Average ?The Best? $41.47 billion
    Average ?Independents? $42.81 billion
    Average ?Professionals? $36.95 billion

    EPS ? Result $12.30
    1st = Michal Contant, The Braeburn Group ?Independent? $12.29
    1st = Daniel Tello, Deagol?s AAPL Model ?Independent? $12.31
    3rd Luke Kittell, Apple Finance Board ?Independent? $12.34
    Average ?The Best? $12.49
    Average ?Independents? $12.76
    Average ?Professionals? $10.13

    iPhone Units Sold ? Result 35.1 million
    1st: Kulbinder Garcha, Credit Suisse Professional 35.19 million
    2nd = Gregg Thurman, The Braeburn Group ?independent? 35.2 million
    2nd = Navin Nagrani, Independent 35.0 million

    2nd = Daniel Tello Deagol?s AAPL Model ?Independent? 35.0 Million
    Average ?The Best? 35.07 million
    Average ?Independents? 37.17 million
    Average ?Professionals? 30.68 million

    iPad Units Sold ? Result 11.8 million
    1st: Michal Contant, The Braeburn Group ?Independent? 11.74 million
    2nd = Daniel Ernst, Hudson Square ?Professional? 12.0 million
    2nd = Gene Munster, Piper Jaffray ?Professional? 12.0 million
    Average ?Professionals? 11.96 million
    Average ?The Best? 12.77 million
    Average ?Independents? 13.23 million

    Gross Margin ? Result 47.4%
    1st: Gabriel Dubois, The Braeburn Group ?Independent? 46.6%
    2nd: Christian Peel, The Braeburn Group ?Independent? 46.2%
    3rd: Nicolae Mihalache, Traderhood ?indendent? 46.0%
    Average ?The Best? 45.2%
    Average ?Independents? 44.8%
    Average ?Professionals? 43.1%

    [ Edited: 26 April 2012 08:44 AM by lovemyipad ]      
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    Posted: 25 April 2012 04:46 PM #377

    Mav - 23 April 2012 08:27 AM

    Heck, even li’l ol me already has a prelim set of fiscal Q3 estimates ready to go.  Which I won’t secure delete with a 99-pass wipe in anger if my approach to fiscal Q2 is mostly validated.  LOL

    The good ol’ 35-pass secure delete will have to do!

    Signature

    The Summer of AAPL is here.  Enjoy it (responsibly) while it lasts.
    AFB Night Owl Teamâ„¢
    Thanks, Steve.

         
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    Posted: 26 April 2012 08:48 AM #378

    I went back and edited in GREEN our AFB buddies.  Don’t always recognize the “real” names.  Anyone else I missed?

         
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    Posted: 04 July 2012 12:29 PM #379

    EDIT

    somebody delete this post please

    FY2012 Q3  July 32010

    __         Units  ASP  Revenue       
           
    Mac        4600   1288    5925
    iPod       6200    155     961
    iPhone    30900    642   19838
    iPad      19500    562   10959
    iTunes                    2000
    Peripherals                600
    Software                   700

    Total                    40983 
    Gross Revenue            40983
    COGS                     22336
    Gross Income             18647

    GM                        45.5 
    %

    OpEx                      3210
    Operating Income         15437
    OI 
    E                     160
    PreTax                   15597  
    Taxes                     3946  
    (25.3 %)
    Net                      11651

    Shares                     947

    EPS                    
    12.30 

    Transcribed from spreadsheet.